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JPMorgan US GARP Equity R5 (JGIRX) - free report >>
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3 Magnificent Mutual Funds to Maximize Your Retirement Portfolio
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Fidelity Advisor Diversified Stock I (FDTIX - Free Report) . FDTIX is classified as a Large Cap Blend fund. More often than not, Large Cap Blend mutual funds invest in companies with a market cap of over $10 billion. Buying stakes in bigger companies offer these funds more stability, and are well-suited for investors with a "buy and hold" mindset. This fund is a winner, boasting an expense ratio of 0.59%, management fee of 0.4%, and a five-year annualized return track record of 14.91%.
Harbor Small Cap Growth Institutional (HASGX - Free Report) : 0.88% expense ratio and 0.75% management fee. HASGX is a Small Cap Growth mutual fund and tends to feature small companies in up-and-coming industries and markets. With yearly returns of 9.26% over the last five years, HASGX is an effectively diversified fund with a long reputation of solidly positive performance.
JPMorgan Intrepid Growth Fund R5 (JGIRX - Free Report) . Expense ratio: 0.44%. Management fee: 0.3%. Five year annual return: 15.28%. JGIRX is a Large Cap Growth mutual fund, and these funds invest in many large U.S. firms that are projected to grow at a faster rate than their large-cap peers.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.